Anic Equity¶
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Total return since start: 0.555 %¶
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Equity now: -----------------------------> 47486.59 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46091.74 Kr¶
PnL: ---------------------------------------> -796.83 Kr¶
DD now: ---------------------------------> -2.351 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-13 13:30:09.508644'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -2.250000 | 3166.800000 | 195.800000 | 6.590000 | 2971.000006 |
| HEBA B | 70 | -2.130000 | 2737.000000 | 101.000000 | 3.830000 | 2636.000010 |
| Corem Property Group B | 59 | -0.360000 | 655.490000 | 78.490000 | 13.600000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 1.550000 | 432.000000 | 77.000000 | 21.690000 | 355.000000 |
| HMS Networks | 2 | -1.230000 | 706.800000 | 33.800000 | 5.020000 | 673.000000 |
| Eastnine | 4 | -0.630000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.250000 | 261.360000 | 15.360000 | 6.240000 | 246.000000 |
| OEM International B | 7 | -1.150000 | 542.500000 | 14.500000 | 2.750000 | 527.999997 |
| Norva24 Group | 16 | -3.330000 | 556.800000 | 13.800000 | 2.540000 | 543.000000 |
| Resurs Holding | 22 | 0.490000 | 586.520000 | 12.520000 | 2.180000 | 573.999998 |
| Coor Service Management Hold. | 8 | 0.000000 | 544.400000 | 12.400000 | 2.330000 | 532.000000 |
| Midsona B | 63 | -2.400000 | 590.310000 | 7.310000 | 1.250000 | 582.999984 |
| Intrum | 4 | -0.560000 | 533.000000 | 6.000000 | 1.140000 | 527.000000 |
| Karnov Group | 9 | 1.530000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Creaspac SPAC | 6 | 0.100000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| AcadeMedia | 12 | 0.350000 | 556.800000 | -0.200000 | -0.040000 | 557.000004 |
| Handelsbanken A | 5 | -2.040000 | 545.650000 | -0.350000 | -0.060000 | 546.000000 |
| Essity B | 2 | -1.170000 | 573.200000 | -0.800000 | -0.140000 | 574.000000 |
| Essity A | 4 | -0.170000 | 1148.000000 | -1.000000 | -0.090000 | 1149.000000 |
| MedCap | 2 | -2.560000 | 419.000000 | -2.000000 | -0.480000 | 421.000000 |
| Securitas B | 6 | -0.550000 | 563.880000 | -6.120000 | -1.070000 | 570.000000 |
| Swedbank A | 3 | -2.210000 | 557.550000 | -6.450000 | -1.140000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -4.870000 | 553.350000 | -8.650000 | -1.540000 | 562.000005 |
| Nordea Bank Abp | 29 | -1.360000 | 3443.460000 | -10.540000 | -0.310000 | 3453.999992 |
| CTEK | 13 | 0.990000 | 518.180000 | -15.820000 | -2.960000 | 533.999999 |
| FM Mattsson Mora Group B | 50 | -0.170000 | 2895.000000 | -32.000000 | -1.090000 | 2927.000000 |
| Boozt | 12 | -1.250000 | 1610.400000 | -43.600000 | -2.640000 | 1653.999996 |
| Vivesto | 1368 | -1.680000 | 544.190000 | -68.810000 | -11.230000 | 612.999432 |
| International Petroleum Corp. | 5 | 1.850000 | 522.000000 | -72.570000 | -12.210000 | 594.565215 |
| SAAB B | 8 | -0.730000 | 3276.000000 | -101.000000 | -2.990000 | 3377.000000 |
| Sampo Oyj SDB | 7 | -1.020000 | 3738.000000 | -112.000000 | -2.910000 | 3850.000000 |
| OX2 | 18 | -0.230000 | 1540.800000 | -123.200000 | -7.400000 | 1663.999992 |
| Axfood | 13 | -0.440000 | 3563.300000 | -192.700000 | -5.130000 | 3756.000001 |
| Fasadgruppen Group | 35 | -0.790000 | 3528.000000 | -283.000000 | -7.430000 | 3810.999990 |
| Ovzon | 52 | 0.860000 | 3052.400000 | -309.600000 | -9.210000 | 3361.999992 |
| TOTAL | 46085.440000 | -803.130000 | -2.36398% | 46888.564618 |
Updated:¶
'2023-01-13 13:28:07.907694'
None
Last optimization/rebalancing:¶
'2022-12-04'
Next optimization/rebalancing:¶
'2023-01-13'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
